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Portfolio (Quarterly) Guide ↗

Capital Advisors, Ltd. LLC

· CIK 0001597878
13F Portfolio $887M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1536 New
Page 68 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ARMK ARAMARK Industrials 4.0 NEW
1342 ACA ARCOSA INC Industrials 2.0 NEW
1343 RCUS ARCUS BIOSCIENCES INC Healthcare 1.0 NEW
1344 ARTNA ARTESIAN RES CORP Utilities 1.0 NEW
1345 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 10.0 NEW
1346 ARVN ARVINAS INC Healthcare 6.0 NEW
1347 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 5.0 NEW
1348 AVB AVALONBAY CMNTYS INC Real Estate 1.0 NEW
1349 AVNS AVANOS MED INC Healthcare 3.0 NEW
1350 AX AXOS FINANCIAL INC Financial Services 3.0 NEW
1351 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4.0 NEW
1352 BDC BELDEN INC Technology 2.0 NEW
1353 BRBR BELLRING BRANDS INC Consumer Defensive 2.0 NEW
1354 BILL BILL HOLDINGS INC Technology 4.0 NEW
1355 BLKB BLACKBAUD INC Technology 2.0 NEW
1356 BL BLACKLINE INC Technology 5.0 NEW
1357 HRB BLOCK H & R INC Consumer Cyclical 2.0 NEW
1358 BE BLOOM ENERGY CORP Industrials 3.0 NEW
1359 BOX BOX INC Technology 4.0 NEW
1360 BHF BRIGHTHOUSE FINL INC Financial Services 4.0 NEW
Page 68 of 77  ·  1,536 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.3%
Technology 16.9%
Consumer Cyclical 8.6%
Industrials 6.6%
Healthcare 4.5%
Communication Services 3.7%
Consumer Defensive 2.4%
Energy 1.5%
Real Estate 0.9%
Utilities 0.8%